Investment Planning Advisors, Inc. SPTM Holdings History
Investment Planning Advisors, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, Investment Planning Advisors, Inc. held 41,241.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $3.09 Mil. This investment constitutes 1.09% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.03% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 1 purchases of SPTM, at an average price of $70.70, for a total of 182,597.00 shares. In addition, there have been 2 sales at an average price of $69.48 for 141,356.00 shares. Based on historical transaction data and SPTM's current price of $76.88, Investment Planning Advisors, Inc.'s estimated gain on his SPTM holdings is $82,300.66, reflecting a 0.64% gain to date.
Investment Planning Advisors, Inc. SPTM ($76.88) Holding Chart
Investment Planning Advisors, Inc. SPTM ($76.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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